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Global Trend Forecast for Internet _ Media - Global Thematic Research

Global Trend Forecast for Internet _ Media - Global Thematic Research

Summary

We see dominant investment themes for internet and media:
E-commerce: E-commerce is going mobile. Success will come to those who dominate the four pillars of mobile: messaging, maps, mobile payments and mobile operating systems
Social media: The current social media fad is “messaging apps”. The next one could be the “sharing economy” or “crowd-funding” or crypto-currencies”.
Advertising: The latest ad-tech invention is the cross-media exchange, a one-stop-shop for buying ads across multiple media, from the web to mobile to TV.
Film, television and music: Internet TV is the game changer for this sector. Tech is fighting content owners. The tech giants are trying to acquire more content. Content owners are trying to develop their own software platforms.
Publishing: The publishing sector suffers from a total lack of leadership in response to the disruptive threats they are facing.

Inside this report we look at dominant themes, its predictions and identify winners and losers.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.
About our Thematic Research Ecosystem
GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

Reasons To Buy

Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.

• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.

Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.